When we read about independence, we associate it with qualities like: “Free from the influence, guidance, or control of another or others; self-reliant” True independence was woven into our fabric as an early pioneer [...]
America is experiencing a growing interest in genealogy. There are even TV shows on the subject, and one common theme is that our memory and knowledge of family is fragile. We’re lucky if it [...]
A report published in 2012 by Pew Research Center shows that fully 50% of successful individuals worry that their children, or other heirs, do not have the proper financial skills to handle inherited wealth. [...]
Are your kids suffering from too well off syndrome? If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the [...]
“Choose well. Your choice is brief, and yet endless.” ~Goethe What does the word “legacy” mean to you? Most people, when asked this question might say that legacy refers to what a person leaves [...]
How do you define success? Ask 10 different people this question and you’re likely to get 10 different definitions. The typical dictionary definition characterizes success as “an accomplishment of a goal or purpose.” While [...]
Hazel Van Dyke Patterson One October day 34 years ago my mother was a vibrant 71-year-old who loved to bowl and visit friends. The next she was gone. Only it didn’t seem [...]
As you may already know, a donor advised fund (DAF) is a charitable giving vehicle sponsored by a public charity. When your clients establishes a donor advised fund with iGiftFund, they are dealing with [...]
We all leave a legacy that has nothing to do with the assets that comprise our estate. We can have absolutely nothing, no material possessions at the end of our life, and still we [...]
We’ve all heard the expression Shirtsleeves to shirtsleeves in three generations—one generation accumulates the money and the next two spend it down to zero or thereabouts. Shirtsleeves-to-shirtsleeves seems to put the blame for dissipating [...]